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Vice President, Secretary, Chief Compliance Officer · I2 Wealth - Cross Border Planning

Ilaria Defendi

CRD 7335716 · Named on Form ADV at one SEC-registered adviser

At a glance

I2 Wealth - Cross Border Planning, an SEC-registered asset manager based in Montreal, Quebec, Canada with $0 in regulatory assets, lists Ilaria Defendi on its Form ADV as Vice President, Secretary, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Ilaria’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Irina MatcoPresident, I2 Wealth - Cross Border Planning

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ilaria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.